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DB

David L. Berkowitz

VALUEALIGNED PARTNERS
RED BANK, NJ 07701
Some features on this profile are disabled
CRD#: 1384375
DB
David Lee BerkowitzVALUEALIGNED PARTNERS

Professional summary

David Lee Berkowitz, who also goes by David L Berkowitz, is a registered financial advisor currently at VALUEALIGNED PARTNERS located in Red Bank, New Jersey and SAVVY located in Red Bank, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

David L Berkowitz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ValueAligned Partners, LLC; investment related; Middletown, NJ; serves as DBA entity for work at Savvy Advisors, Owner, 06/01/2002, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role Berk Capital, LP; investment related; Middletown, NJ; family partnership; part owner; 06/01/1996; 1 hr month, 0 during trading; family partnership that owns 2/3rds of ValueAligned Partners, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lee Berkowitz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 12, 2020 - Present

VALUEALIGNED PARTNERS

Office #1: 125 Half Mile Road Suite 200, Red Bank, NJ 07701
RIA
CRD#: 125128
RED BANK, NJ
Current

August 10, 2026 - Present

SAVVY

Office #1: 125 Half Mile Road Suite 200, Office 3 & 6, Red Bank, NJ 07701
RIA
CRD#: 318493
Red Bank, NJ
Past

January 31, 2017 - December 31, 2019

VALUEALIGNED PARTNERS

RIA
CRD#: 125128
RED BANK, NJ
Past

October 14, 2009 - December 31, 2016

VALUEALIGNED PARTNERS

RIA
CRD#: 125128
RED BANK, NJ
Past

December 7, 1994 - May 1, 1995

DBS VICKERS SECURITIES (USA) INC.

BD
CRD#: 35691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/12/2020)
IAR
Texas
(4/4/2023)
IAR
Texas
(8/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/9/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/1994
General Securities Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SAVVY

CRD#: 318493Red Bank, NJ 07701

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